Remote CRM Client Success & Growth Consultant

#twiceasnice Recruiting; Atlanta (GA); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Remote work

Job summary

The client, a growing B2B consulting firm, is looking for a Client Engagement Consultant to manage and grow relationships with existing clients. In this role, you will lead recurring client conversations, learn how each business operates, uncover challenges and opportunities, and help clients identify ways Salesforce or HubSpot could better support their goals.

You will serve as the bridge between clients and the company’s CRM team—asking thoughtful discovery questions, clarifying requests, and

Qualifications

• 3+ years of Salesforce (Sales Cloud) OR HubSpot experience.
• 2+ years of B2B client-facing experience.
• Experience gathering requirements and translating needs into solutions.
• Strong communication, organization, and problem-solving skills.

Responsibilities

• Manage client relationships for assigned B2B accounts as the primary point of contact
• Lead recurring calls, discovery conversations, and project discussions within existing accounts
• Uncover client goals, pain points, process gaps, and new growth opportunities
• Translate business needs into CRM recommendations and project plans
• Partner with internal CRM and technical teams to execute client solutions
• Support Salesforce and/or HubSpot reporting, dashboards, and workflows
• Support user setup, fields/properties, process improvements, and adoption
• Create project timelines, documentation, process guides, and training materials
• Lead client training sessions and support CRM adoption efforts
• Monitor client CRM usage and recommend improvements to drive efficiency and growth
• Manage client priorities, deadlines, scope, and internal team capacity
• Stay current on CRM platform updates that may benefit clients

Skills

CRM consulting

Client relationships

Discovery & requirements

CRM platform knowledge

Communication & presentation

Tools

Salesforce

HubSpot

Job description

The client, a growing B2B consulting firm, is looking for a Client Engagement Consultant to manage and grow relationships with existing clients. In this role, you will lead recurring client conversations, learn how each business operates, uncover challenges and opportunities, and help clients identify ways Salesforce or HubSpot could better support their goals.

You will serve as the bridge between clients and the company’s CRM team—asking thoughtful discovery questions, clarifying requests, and